Our team
The people you'll actually work with
Jeremy Wallace, CFP®
Chief Investment Officer
Jeremy has nearly two decades of experience in the financial industry. He opened Wallace Hart to offer independent, comprehensive advice, and he leads the firm's investment process.
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Andrew Hart, CFP®
Chief Planning Strategist
Andrew has over a decade of experience in the financial industry and leads the firm's planning work. He is a lifelong learner with a passion for serving others.
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Jessica Bedell
Chief Compliance Officer, Wealth Management Specialist
Jess has cared for clients and their financial well-being since 2007, and oversees compliance for the firm.
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Brandon Smith
Financial Advisor
Brandon is a Wealth Advisor at Wallace Hart Capital Management. Before joining the firm he worked in a variety of managerial roles across different industries, overseeing the success of employees and providing a high level of service to his clients.
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Mary Wagner
Wealth Management Specialist
Mary brings over a decade of experience as an administrative assistant to the firm, providing support and personalized service to clients.
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Darren Williams
Financial Advisor
Darren is a Financial Advisor at Wallace Hart Capital Management. Prior to joining the firm, he worked in both insurance and banking, providing high-level service to his clients.
Read bioImagine the Possibilities
What could your wealth make possible?
A first conversation costs nothing and commits you to nothing. We will talk about where you are, what you want, and whether we are the right fit. If we are not, we will tell you.